See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,741 | $53,516+30.3% | $126,539-44.9% | $84,808-17.8% |
| Participation rate | 26.3% | 58.2%-31.9pp | 69.8%-43.5pp | 68.3%-42.0pp |
| Annual return | 16.27% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $370 | $1,535-75.9% | $3,674-89.9% | $2,631-85.9% |
| Participant deferral / active EE | $1,357 | $2,671-49.2% | $4,083-66.8% | $4,212-67.8% |
| Admin fee / account holder | $1,630 | $4,497-63.7% | $6,065-73.1% | $7,344-77.8% |